- Help Center
- Tax Report Information
How do I customize the Tax Report's Key Figures?
How to customize the values that populate in the Key Figures box of the Tax Report.
Firm admins can customize the Tax Report's Key Figure values by navigating to Settings > Customization.
Near the bottom of this page will be various customizable options, including the Tax Report on the third tab. This tab will provide drag and droppable Key Figures, allowing you to include, remove, and reorder the Key Figures box as pleased!